At Any Rate

Jonny Goulden and Saad Siddiqui discuss the latest developments in EM fixed income and analyse how the overall volatility environment is impacting on the alpha and beta components of returns.

 

Speakers
Jonny Goulden, Emerging Markets Strategist

Saad Siddiqui, Emerging Markets Strategist 

 

This podcast was recorded on 18 May 2023

This communication is provided for information purposes only. Institutional clients can view the related report https://www.jpmm.com/research/content/GPS-4414718-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.

Patrick Locke and James Nelligan discuss the risks facing global FX, and discuss recent developments across GBP, CHF, NOK and CAD.

 

Speakers
Patrick Locke, Global FX Strategy

James Nelligan, Global FX Strategy

 

This podcast was recorded on 12 May 2023.

This communication is provided for information purposes only. Institutional clients can view the related report https://www.jpmm.com/research/content/GPS-4408998-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.

Arindam Sandilya and Patrick Locke discuss the FX outlook amid banking sector stress and debt ceiling jitters in the US.

 

This podcast was recorded on 05 May 2023.

This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4406134-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

Speaker
Gregory Shearer, Executive Director, Global Commodities Research  

 

Gold prices continue to mount a seemingly Sisyphean climb to break above all-time highs getting knocked lower again by a stronger-than-expected US payrolls report for April. In contrast, base metals prices have slumped more notably in the last few weeks as Chinese demand remains underwhelming and recession uncertainties keep investors on the sideline. While gold and silver prices will likely continue to chop in a range until more certainty is gained on the Fed’s future rate hiking plans we still think the long-term direction of travel is higher. On the other hand, copper and other base metals could be in for a bumpier ride in the coming months.

 

This communication is provided for information purposes only. please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.  

Scandi economist Morten Lund joins Currency Strategist James Nelligan to give an overview of the FX outlook with the economic backdrop in mind for Scandi and UK markets.

 

 

This podcast was recorded on 3 May 2023.

This communication is provided for information purposes only. Institutional clients can view the related reports at:

https://www.jpmm.com/research/content/GPS-4396176-0

https://www.jpmm.com/research/content/GPS-4387929-0

https://www.jpmm.com/research/content/GPS-4395340-0

https://www.jpmm.com/research/content/GPS-4396665-0

https://www.jpmm.com/research/content/GPS-4378202-0

https://www.jpmm.com/research/content/GPS-4399379-0

for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.

 

We discuss the US rates and global FX outlook ahead of the upcoming central bank meetings and US employment report. 

 

Speakers
Meera Chandan, Co-Head of Global FX Strategy

Jay Barry, Co-Head of US Rates Strategy

 

This podcast was recorded on 28 April 2023.

This communication is provided for information purposes only. Institutional clients can view the related report https://www.jpmm.com/research/content/GPS-4398604-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.

Speakers 
Natasha Kaneva, Head of Global Oil and Commodities Research
Thomas Palmer, Vice President of US Food Producers and Food Retailers
This podcast was recorded on Apr 28, 2023.

Wholesale diesel price in NY Harbor fell 37% from year ago levels, spurring worries of an impending recession. But the weakness in the US demand for diesel—fuel used in everything from trucks to construction equipment—is not a new phenomenon. Similar to gasoline, we observe that American truckers have been driving more on less. Data show that while demand for petroleum diesel has stagnated, consumption of biofuels like biodiesel and renewable diesel has been growing. In 2022, biofuels accounted for 4% of total US diesel supply, a share that is projected to increase to 15% by 2030.
 
This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4395279-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.  

Jonny Goulden and Saad Siddiqui discuss the role of the USD as a dominant currency, the changing nature of EM foreign reserves, and the impacts of the US debt ceiling discussion on EM fixed income assets.

Speakers
Jonny Goulden, Emerging Markets Strategist

Saad Siddiqui, Emerging Markets Strategist

This podcast was recorded on April 27, 2023.

This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4396295-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.

Meera Chandan and Saad Siddiqui discuss the outlook for FX given the gap end of cycle narrative and better than expected activity data.

 

This podcast was recorded on 21 April 2023.

This communication is provided for information purposes only. Institutional clients can view the related report at http://www.jpmm.com/research/content/GPS-4380075-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.

Speakers:
Natasha Kaneva, Head of Global Oil and Commodities Research

 

This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4389047-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.